Cullen Capital Management, LLC Q1 2024 Filing

Filed May 15, 2024

Portfolio Value

$9.0B

Holdings

197

Report Date

Q1 2024

Filing Type

13F-HR

All Holdings (197 positions)

#StockSharesValue% PortfolioType
1
JPMJP Morgan Chase & Co.
1,618,109$324.1B3608.16%
2
NVSNNovartis AG (ADR)
2,924,424$282.9B3149.19%
3
DWDMorgan Stanley
2,706,302$254.8B2836.87%
4
XOMExxon Mobil Corp.
2,168,869$252.1B2806.63%
5
BACBank of America Corp.
6,561,816$248.8B2770.06%
6
CSCOCisco Systems Inc.
4,864,489$242.8B2702.85%
7
CVXChevron Corp.
1,526,412$240.8B2680.47%
8
RTXRTX Corp
2,451,588$239.1B2661.85%
9
CBChubb Ltd.
918,307$238.0B2649.13%
10
GDGeneral Dynamics Corp.
840,051$237.3B2641.83%
11
MDTMedtronic PLC
2,704,790$235.7B2624.21%
12
DUKDuke Energy Corp.
2,411,631$233.2B2596.45%
13
JCIJohnson Controls International
3,518,639$229.8B2558.69%
14
4I1Philip Morris International In
2,465,699$225.9B2514.94%
15
MRKMerck & Co. Inc.
1,663,663$219.5B2443.83%
16
CMCSAComcast Corp. (Cl A)
5,040,210$218.5B2432.40%
17
DOWDow Inc
3,599,767$208.5B2321.53%
18
KVUEKenvue Inc
9,677,157$207.7B2311.93%
19
AVGOBroadcom Ltd.
151,486$200.8B2235.22%
20
JNJJohnson & Johnson
1,260,729$199.4B2220.23%
21
VICIVici Properties Inc.
6,642,636$197.9B2202.97%
22
TFCTruist Financial Corp
4,974,632$193.9B2158.74%
23
GPCGenuine Parts Co.
1,184,532$183.5B2043.05%
24
NEENextEra Energy Inc.
2,868,452$183.3B2040.86%
25
BCEBCE Inc.
5,362,702$182.2B2028.64%
26
TRVThe Travelers Companies Inc.
789,764$181.8B2023.42%
27
COPConocoPhillips
1,366,759$174.0B1936.64%
28
DYHTarget Corp.
971,140$172.1B1915.88%
29
LOWLowe's Companies Inc.
617,288$157.2B1750.51%
30
TRVCCitigroup Inc.
2,372,345$150.0B1670.19%
31
ULUnilever PLC (ADR)
2,978,870$149.5B1664.43%
32
UPSUnited Parcel Service Inc.
974,610$144.9B1612.63%
33
DOCHealthpeak Properties Inc
7,323,488$137.3B1528.68%
34
TAT&T Inc.
7,659,877$134.8B1500.83%
35
MOAltria Group Inc.
2,936,768$128.1B1426.11%
36
PFEPfizer Inc.
4,498,231$124.8B1389.64%
37
INTCIntel Corp.
2,770,509$122.4B1362.34%
38
MSFTMicrosoft Corp.
279,517$117.6B1309.18%
39
8CWCrown Castle Inc.
840,244$88.9B989.95%
40
DEODiageo PLC (ADR)
593,777$88.3B983.21%
41
BACVerizon Communications Inc.
1,762,421$74.0B823.27%
42
EOGEOG Resources Inc.
568,230$72.6B808.70%
43
PPLPPL Corp.
2,573,488$70.8B788.72%
44
BMYBristol-Myers Squibb Co.
1,266,511$68.7B764.62%
45
RIORio Tinto PLC (ADR)
949,792$60.5B673.97%
46
CAGConagra Brands Inc.
2,039,330$60.4B672.92%
47
TMToyota Motor Corp. (ADR)
209,223$52.7B586.21%
48
KOFCoca-Cola Femsa SAB de CV (ADR
537,184$52.2B581.28%
49
ASXASE Technology Holding Company
4,717,410$51.8B577.16%
50
BAXBaxter International Inc.
1,205,904$51.5B573.78%
51
KELKellanova
887,685$50.9B566.15%
52
TSMTaiwan Semiconductor Manufactu
327,039$44.5B495.33%
53
PBRPetroleo Brasileiro SA (ADR)
2,893,791$44.0B490.00%
54
TTENTotalEnergies SE (ADR)
602,405$41.5B461.60%
55
CCEPCoca Cola Euro Pacific Partner
552,053$38.6B429.90%
56
IBNICICI Bank Ltd. (ADR)
1,293,518$34.2B380.31%
57
SHELShell PLC (ADR)
452,286$30.3B337.55%
58
CLVTrip.com Group Ltd.
662,895$29.2B325.05%
59
BHPBHP Group Ltd. (ADR)
490,798$28.3B315.21%
60
IBMInternational Business Machine
146,645$28.0B311.75%
61
BMTABritish American Tobacco PLC (
688,793$21.0B233.88%
62
SNYSanofi (ADR)
372,316$18.1B201.44%
63
EWYiShares MSCI South Korea ETF
194,266$13.0B145.14%
64
EPIWisdomTree India Earnings Fund
242,945$10.6B117.81%
65
EWTiShares MSCI Taiwan ETF
203,331$9.9B110.19%
66
INDAiShares MSCI India ETF
171,238$8.8B98.35%
67
ITUBItau Unibanco Holding SA (ADR)
1,123,471$7.8B86.67%
68
CPACopa Holdings SA
63,181$6.6B73.26%
69
KBIAKB Financial Group Inc. (ADR)
116,666$6.1B67.63%
70
ETEnergy Transfer LP
344,779$5.4B60.38%
71
ORCLOracle Corp.
40,070$5.0B56.03%
72
ETNEaton Corp. PLC
15,387$4.8B53.56%
73
AXPAmerican Express Co.
20,094$4.6B50.93%
74
CIThe Cigna Group
12,113$4.4B48.98%
75
EPDEnterprise Products Partners L
142,326$4.2B46.23%
76
MDLZMondelez International Inc.
56,538$4.0B44.06%
77
AMATApplied Materials Inc.
18,984$3.9B43.58%
78
HONHoneywell International Inc.
18,191$3.7B41.57%
79
DISThe Walt Disney Co.
29,752$3.6B40.53%
80
ALSThe Allstate Corp.
19,653$3.4B37.85%
81
WMTWalmart Inc.
55,640$3.3B37.27%
82
AXTAAxalta Coating Systems Ltd.
94,548$3.3B36.20%
83
ARWArrow Electronics Inc.
23,703$3.1B34.16%
84
BWABorgWarner Inc.
84,057$2.9B32.51%
85
PNCThe PNC Financial Services Gro
16,933$2.7B30.46%
86
UNPUnion Pacific Corp.
10,838$2.7B29.67%
87
PKGPackaging Corp. of America
13,326$2.5B28.15%
88
CNRCanadian National Railway Co.
18,706$2.5B27.43%
89
MCDMcDonald's Corp.
8,343$2.4B26.19%
90
SRESempra
30,401$2.2B24.31%
91
ADMArcher-Daniels-Midland Co.
26,407$1.7B18.46%
92
BABOEING CO/THE
8,511$1.6B18.29%
93
GLDDGreat Lakes Dredge & Dock Corp
179,693$1.6B17.50%
94
T77LendingTree Inc.
36,632$1.6B17.27%
95
PGThe Procter & Gamble Co.
9,429$1.5B17.03%
96
QCOMQualcomm Inc.
8,906$1.5B16.79%
97
PEPPepsiCo Inc.
8,585$1.5B16.73%
98
SJMThe JM Smucker Co.
11,719$1.5B16.42%
99
VNOMUSDViper Energy Inc
36,599$1.4B15.67%
100
CSXCSX Corp.
35,755$1.3B14.76%
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